里昂：料2026年中美AI竞赛升级首选腾讯控股(00700)等_老虎社区_美港股上老虎

里昂：料2026年中美AI竞赛升级首选腾讯控股(00700)等

智通财经网02-05

智通财经APP获悉，里昂发布研报称，中国互联网行业在2025年表现强劲，随着DeepSeek引领国内AI趋势，预计2026年涨势将延续，尤其在代理AI和生成式视频应用的竞争将加剧。中国与美国将在全球范围内的AI模型、应用、云服务及自动驾驶(Robotaxi)领域展开正面竞争。尽管面临地缘政治挑战，中国游戏和电商在海外市场持续快速增长，但该行对国内电商板块的前景持谨慎态度。在投资策略上，里昂偏好AI...

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